Our aim is to provide the best possible advice to our customers, by placing customers’ needs and interests first. We want our customers to be delighted with our integrity, professionalism, efficiency and premium quality service standard.
We have assisted over 500 customers consisting of MNCs, Listed Firms, SMEs, Professionals and High Net Worth Individuals who are CEOs, Directors, Managers, Professionals, Entrepreneurs and Business Owners for their various insurance and financial planning needs. We are very fortunate that we have been surrounded by great customers, who continue to place their trust in us and introduced us to their business associates and friends, where more than 50% of our new customers is through referrals by existing customers. Over the years, these great customers has also become great friends, where we cross-refer contacts & customers to help each other to achieve their business & personal goals.
Regardless which stage you and your business at, we are confident that our advice and services will be able to add value to you and your business. We have assisted start-ups and entrepreneurs and grow together with them to become a regional success story. Contact us now to Get An Immediate Advice. (Link to Get An Immediate Advice)
James Poon & Associates is founded by James Poon, who started his career in the insurance & financial planning industry since December 2005. Before venturing into this business, James owned an IT & business consulting firm. His previous role as Business Consultant and the experience being a Business Owner & Director, has become very useful in helping business owners and companies in their business insurance & financial planning needs. Below is the industry accolades and some background about James:
- Achieved Million Dollar Round Table (MDRT) status since first full year of business in 2006
- Qualified for MDRT from 2006 to 2017 (12 consecutive times)
- Awarded “Star Club Premier” from 2006 to 2012 by Prudential
- Awarded “Silver Premier Award” in 2008 by Prudential
- Awarded “Top Producer (Protection) of The Year 2013″ by Zurich
- Awarded “Top Unit Manager of The Year” in 2017 by Nexus
- Awarded “Producer of The Year, 3rd″ in 2017 by Nexus
- Title: Associate Financial Consultant (AFC)
- Academic: 1st Class BSc. (Hons) Computing Studies